BURTECH ACQUISITION CORP. - Class A Common Stock, par value $0.0001 per share (BRKH)

CUSIP: 123013104

Q3 2024 13F Holders as of 30 Sep 2024

Holder snapshot 6 signals
Share change
+10,719
SEC-reported price per share
$11.28
Number of holders
20
Value change
+$249,889
Number of buys
8
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
14,919,858

Security key

123013104

Report period

Q3 2024

Institutions

20

Top holders

10

Ownership snapshot

Top reported holders of BRKH - BURTECH ACQUISITION CORP. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Burtech LP LLC
Disclosed value leader
First Trust Capital Manag...
Comparable rows
0/15
Latest evidence
30 Jun 2024
3/4/5 13F Highest disclosed value: $5,893,333 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

First Trust Capital Management L.P. has the largest disclosed position value at $5.89M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens First Trust Capital Management L.P.'s linked filing trail.
Disclosed position value Top 5
First Trust Capital Management L.P. $5.89M
BERKLEY W R CORP $5.81M
Karpus Management, Inc. $5.4M
MIZUHO SECURITIES USA LLC $5.11M
ATW SPAC MANAGEMENT LLC $4.4M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Burtech LP LLC
3/4/5
10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
Patrick Francis Orlando
3/4/5
10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
Shahal M. Khan
3/4/5
Chief Executive Officer, Director, 10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
First Trust Capital Management L.P.
13F
Company
13F
—
denominator unverified
$5,893,333
529,976 shares
— 30 Jun 2024
BERKLEY W R CORP
13F
Company
13F
—
denominator unverified
$5,806,920
522,205 shares
— 30 Jun 2024
Karpus Management, Inc.
13F
Company
13F
—
denominator unverified
$5,403,041
485,885 shares
— 30 Jun 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
20
Shares
4,517,493
Rows available
20
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
19
Q3 2024 holders
20
Holder diff
1
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 value Q3 2024 value Value change Value Chg %
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